Thomas Multerer is a seasoned investment advisory professional with a focus on financial planning for business owners, executives, and high-net-worth individuals. His areas of focus include institutional nonqualified deferred compensation, qualified plan design, and estate maximization strategies.
Beginning his career in 1987 as a Registered Representative and District Manager, Tom founded TJM Integrated Wealth Management in 2005, later partnering with Corporate and Endowment Solutions in 2010. Following CES’s acquisition in 2020, he merged TJM with Panorama Institutional Services to continue delivering institutional strategies. He now operates within Private Client Group LLC, crafting tailored financial solutions.
A Marquette University graduate with a BA in Business Administration, Tom has earned multiple industry awards and served on advisory boards for organizations such as Major League Baseball Players Alumni and The Athlete Lab.
Married to Cathy Multerer, a CPA, for 35 years, they have three daughters and live by the mantra “Do It Anyway.” Tom enjoys golf, social games, and sports, reflecting a life dedicated to both professional excellence and community impact.
CA Insurance License #0F61256
PPG 8593369.1 (11/25)(11/29)